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Tom Armistead » Comments » AIRN

  • Communications Small Caps: Ever a Risky Ride [View article]
    Interesting strategy. I have had good results with low price to book techs, the stipulation being they have to have an actual business that generates revenue. Like you, I don't try too hard to get a deep understanding of the technoolgy or who is going to be the winner.

    Do you have an opinion on ADPT, HLIT or SIGM?

    Thanks for your ideas, I plan to go through them, do a little research and maybe add some to my portfolio.
    Aug 17 10:50 am |Rating: 0 -1 |Link to Comment
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